| HighTower Advisors, LLC | 6.37M | $373.1M | $55M | Added$89.5M |
| Brookwood Investment Group LLC | 94.7K | $5.55M | $510.4K | Added$2.91M |
| ENVESTNET ASSET MANAGEMENT INC | 71.2K | $4.17M | $190.4K | Added$3.19M |
| MML INVESTORS SERVICES, LLC | 54.9K | $3.22M | $83.9K | Added$2.78M |
| LPL Financial LLC | 53.9K | $3.16M | $512.6K | Added$471.6K |
| Insight Wealth Partners, LLC | 52.8K | $3.09M | $467.1K | Added$681.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.8K | $1.1M | $179.1K | Cut−$207.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 18.2K | $1.07M | $173.3K | Cut−$800.8K |
| Citadel | 18K | $1.06M | $155.6K | Added$252.9K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 17.7K | $1.04M | — | New |
| Dynamic Advisor Solutions LLC | 17K | $996.4K | $161.7K | Added$72.1K |
| Private Advisor Group, LLC | 14.6K | $858K | $139.3K | Added$139.3K |
| INTEGRITY ALLIANCE, LLC. | 11.9K | $696.6K | — | New |
| MORGAN STANLEY | 10.5K | $617.1K | $100.1K | Added$93.8K |
| Spinnaker Investment Group, LLC | 8.42K | $493.5K | $78.3K | Added$89.6K |
| Cascade Financial Partners, LLC | 6.94K | $406.8K | $66K | Added$66K |
| Creative Planning | 6.21K | $363.8K | — | New |
| Annex Advisory Services, LLC | 5.95K | $348.7K | $56K | Added$60K |
| Advisors Asset Management, Inc. | 4.84K | $283.5K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.49K | $262.1K | — | New |
| Gladstone Institutional Advisory LLC | 4.37K | $256.3K | — | New |
| OSAIC HOLDINGS, INC. | 4.29K | $251.6K | $40.8K | Cut−$35K |
| TWO SIGMA SECURITIES, LLC | 3.69K | $216K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.64K | $213.4K | — | New |
| HARBOUR INVESTMENTS, INC. | 3.63K | $212.9K | $34.6K | Added$34.6K |
| WHITTIER TRUST CO | 2.93K | $170.1K | $28.8K | Added$28.8K |
| Atlantic Union Bankshares Corp | 1.1K | $64.4K | $10.4K | Added$10.9K |
| SALEM INVESTMENT COUNSELORS INC | 870 | $51K | — | New |
| Steward Partners Investment Advisory, LLC | 500 | $29.3K | $4.76K | Added$4.75K |
| PNC Financial Services Group, Inc. | 500 | $29.3K | $4.76K | Added$4.75K |
| BLUELINE ADVISORS LLC | 407 | $23.8K | $3.87K | Added$3.87K |
| Arax Advisory Partners | 300 | $17.6K | $2.85K | Added$2.85K |
| ROYAL BANK OF CANADA | 240 | $14K | — | New |
| Larson Financial Group LLC | 226 | $13.2K | $2.15K | Added$2.15K |
| Blue Trust, Inc. | 200 | $11.7K | $1.9K | Added$1.9K |
| Strategic Wealth Partners, Ltd. | 158 | $9.24K | $1.48K | Added$1.53K |
| Signature Equity Partners, LLC | 148 | $8.68K | — | New |
| Costello Asset Management, INC | 135 | $7.91K | — | New |
| AMERIFLEX GROUP, INC. | 100 | $5.86K | $951 | Added$951 |
| Rockefeller Capital Management L.P. | 100 | $5.86K | $951 | Cut−$197.2K |
| Farther Finance Advisors, LLC | 33 | $1.9K | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 276 | $16 | $2 | Added$2 |